You are here: Chapter 13: Numara FootPrints CRM Bridge > Salesforce.com Integration > Configuration of Address Book in FootPrints for Salesforce.com

Configuration of Address Book in FootPrints for Salesforce.com

FootPrints can be configured to dynamically access and display contact data from the Salesforce.com CRM web-based sales force automation solution.  This enables you to maintain one resource for your contact data and use that single resource for both FootPrints and Salesforce.com CRM.

Note 1

Most Salesforce.com fields are character fields.  If you map a Footprints integer (or other type of) field to a typical Salesforce.com field, Footprints correctly performs integer (and other) searches, but for best performance, it is recommended that FootPrints Address Book fields should be character fields.

Note 2

Salesforce.com integration with FootPrints is only available if you have purchased a Dynamic SQL link license.  If you are interested in purchasing a Dynamic SQL link license, contact a sales representative at Numara Software.

There are three steps to this configuration process:

Step 1. Create FootPrints Address Book Fields and Primary Key

The first step is to establish FootPrints fields for all corresponding Salesforce.com fields.  To do so, you must check your existing fields and add any new fields you want to use with Salesforce.com.  In addition, you set your email address as the primary key field in this step.  In the next step, you map the fields in FootPrints to fields in Salesforce.com.

To configure the fields in the FootPrints Address Book, refer to Adding Address Book Fields.  Follow the procedure and make sure you set the Email Address field as the primary key.

Step 2. Configure the Account Field (Optional)

The integration for Salesforce.com allows a contact field mapping to include the Account as part of the Footprints Address Book record.  With this integration feature, whenever an Address Book record is accessed, the contact's Account is automatically used in that record along with the other fields.

To configure the Account field:

  1. Create a field in the FootPrints Address Book Schema called either "Company" or "Account".  This should be a public optional character field.  Refer to Adding Address Book Fields for this procedure.
  2. On the same page as you created the "Company" or "Account" field, make the new field the Organizational Unit.
  3. Save and exit the page.

Step 3. Map FootPrints Address Book Fields to Salesforce.com Fields

To configure FootPrints to dynamically access Salesforce.com, map your FootPrints Address Book fields to your Salesforce.com fields as follows:

  1. Select Administration | Address Book | Address Book Type from the FootPrints Toolbar.
  2. Select the radio button labeled “Salesforce.com Address Book Link”.
  3. Enter your password, append the SalesForce.com Security Token to the end of the password, and click GO.
  4. Enter your Salesforce.com user ID and password.

Note

Access to Salesforce.com is obtained from Salesforce.com and not from Numara Software.  In addition, licensing for Salesforce.com is not provided by Numara Software.

  1. Click Next to continue with the integration or Cancel to exit the integration process.
  2. A warning pop-up may be displayed, along with the next configuration page.  The warning concerns non-character field types (refer to the note above).  Click OK on the warning message to continue with the integration.
  3. Map your FootPrints fields to your Salesforce.com fields using the drop-down lists.  Drop-downs are labeled as FootPrints fields.  From each drop-down list, select the Salesforce.com field that corresponds to the FootPrints field.  Make sure you map the Organizational Unit you created for Salesforce.com to Account Name.
  4. Click Finish when you are done mapping fields.